AXP icon

American Express
AXP

Overview Fund Activity

1,536 hedge funds and large institutions have $59.2B invested in American Express in 2020 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 547 increasing their positions, 633 reducing their positions, and 245 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
-137
Holders Change %
-8.19%
% of All Funds
33.93%
Holding in Top 10
32
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-39.62%
% of All Funds
0.71%
New
132
Increased
547
Reduced
633
Closed
245
Calls
$461M
Puts
$621M
Net Calls
-$160M
Net Calls Change
+$224M

Top Buyers

1
LP
Longview Partners
Guernsey
+$744M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$693M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$332M
4
Harris Associates
Harris Associates
Illinois
+$176M
5
Morgan Stanley
Morgan Stanley
New York
+$134M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$771M
2
FPP
Findlay Park Partners
United Kingdom
-$314M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
4
TP
Theleme Partners
United Kingdom
-$146M
5
Parnassus Investments
Parnassus Investments
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRM
1026
Vectors Research Management
New York
$449K – – –
ZB
1027
Zions Bancorporation
Utah
$446K +$87K +1,016 +24%
ERIM
1028
Eagle Ridge Investment Management
Connecticut
$445K – – –
PGCM
1029
Prescott Group Capital Management
Oklahoma
$445K – – –
GPFA
1030
Game Plan Financial Advisors
Ohio
$442K +$49.1K +575 +12%
RIM
1031
Rampart Investment Management
Connecticut
$438K -$1.9M -22,113 -81%
LOAMS
1032
Lombard Odier Asset Management (Switzerland)
Switzerland
$437K +$113K +1,324 +35%
TCM
1033
Tufton Capital Management
Maryland
$434K – – –
PRS
1034
Pinkerton Retirement Specialists
Idaho
$433K +$433K +5,054 New
RCC
1035
Red Cedar Capital
Nebraska
$432K -$11.2K -131 -3%
OPS
1036
Orion Portfolio Solutions
Nebraska
$432K +$18K +210 +4%
ST
1037
Spinnaker Trust
Maine
$428K – – –
ISB
1038
Iowa State Bank
Iowa
$428K – – –
BCM
1039
Brasada Capital Management
Texas
$428K +$428K +5,000 New
PTP
1040
Platform Technology Partners
New York
$425K +$60.6K +708 +17%
TNB
1041
Thomasville National Bank
Georgia
$423K +$5.68K +48 +1%
PGAM
1042
Princeton Global Asset Management
New Jersey
$423K +$5.74K +67 +1%
SCA
1043
Snowden Capital Advisors
New York
$415K -$1.59M -18,522 -79%
CWS
1044
Cypress Wealth Services
California
$415K +$8.05K +94 +2%
UR
1045
USCA RIA
Texas
$411K +$99.3K +1,160 +32%
PCM
1046
Penserra Capital Management
California
$407K -$456K -5,284 -53%
FHA
1047
Flagship Harbor Advisors
Massachusetts
$406K -$49.2K -575 -11%
EAM
1048
Evanson Asset Management
California
$405K +$88.8K +1,037 +28%
ACI
1049
Alpha Cubed Investments
California
$404K -$1.09M -12,713 -73%
HH
1050
Hilltop Holdings
Texas
$403K +$10K +117 +3%
40 41
42
43 44